Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,966 | $78,690-86.1% | $161,489-93.2% | $87,485-87.5% |
| Participation rate | 13.8% | 67.5%-53.7pp | 78.7%-64.9pp | 68.9%-55.1pp |
| Annual return | 17.38% | 32.74%-15.4pp | 89.72%-72.3pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $319 | $3,311-90.4% | $5,630-94.3% | $4,274-92.5% |
| Admin fee / account holder | $116 | $6,724-98.3% | $16,006-99.3% | $7,775-98.5% |